Goldman Sachs Eyes Rate Cuts as Catalyst for Small-Cap Surge
Greg Tuorto, managing director at Goldman Sachs, sees growing signs that small-cap equities may be gearing up for a breakout.
Speaking to CNBC, Tuorto pointed to a combination of low valuations, solid economic conditions, and the potential for Fed rate cuts as setting the stage for a bullish run.
“Small caps have quietly begun to outperform,” he noted, citing recent strength relative to larger firms.
With consumer spending remaining strong, Tuorto believes broader participation across sectors is next.
He highlighted tech—including software and semiconductors—as areas likely to benefit from momentum rotation.
He also flagged aerospace and defense as sectors with increasing activity, pointing to a rise in private investment and expectations for more IPOs tied to space-focused firms.
Alex is Editor-in-Chief of Coindoo and co-founder of Millennial Media Group, with nearly a decade of experience covering financial markets - crypto first, then everything else. It started in 2016 with Bitcoin. Like most people at the time, he didn't fully understand it - so he kept digging. Blockchain, tokenomics, the projects, the cycles. That curiosity never stopped, and eventually pulled him into traditional markets too: equities, commodities, macro. Not because he left crypto behind, but because you can't properly understand one without the other. What drives him is straightforward: he wants to know why something is happening, not just that it's happening. Most market coverage stops at the headline - price up, price down, here's a chart. Alex finds that kind of reporting actively unhelpful. If you walk away from an article without understanding the mechanism behind the move, what did you actually learn? He holds a degree in Tourism from New Bulgarian University - not the most obvious path into financial markets, but markets have a way of pulling in people who are simply too curious to stay out. He has authored over 200 in-depth analyses and more than 10,000 articles across crypto and traditional finance. He still thinks every day in markets teaches him something new. That's probably why he hasn't stopped.
